Wealth Advisory Solutions, LLC - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLK and the CUSIP is 81369Y803. A total of 1,568 filers reported holding SELECT SECTOR SPDR TR in Q1 2022. The put-call ratio across all filers is 1.51 and the average weighting 0.7%.

Quarter-by-quarter ownership
Wealth Advisory Solutions, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q1 2023$1,101,341
+13.3%
7,293
-6.6%
0.29%
+12.3%
Q4 2022$971,648
+0.6%
7,808
-4.0%
0.26%
-2.2%
Q3 2022$966,000
-9.2%
8,133
-2.9%
0.27%
+1.9%
Q2 2022$1,064,000
-28.2%
8,373
-10.1%
0.26%
-14.9%
Q1 2022$1,481,000
+4.6%
9,316
-1.8%
0.31%
-2.2%
Q3 2021$1,416,000
+0.9%
9,486
-0.3%
0.32%
-5.4%
Q2 2021$1,404,000
+15.9%
9,510
+2.1%
0.33%
+1.2%
Q4 2020$1,211,000
+9.5%
9,318
-1.7%
0.33%
+12.3%
Q3 2020$1,106,000
+6.3%
9,479
-4.8%
0.29%
+1.0%
Q2 2020$1,040,000
+28.7%
9,956
-1.0%
0.29%
+5.8%
Q1 2020$808,000
-46.6%
10,054
-39.1%
0.27%
-31.3%
Q4 2019$1,513,00016,5010.40%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q1 2022
NameSharesValueWeighting ↓
AGF Investments LLC 1,605,606$279,167,00023.49%
Mendel Capital Management LLC 106,854$18,579,00017.06%
McElhenny Sheffield Capital Management, LLC 206,563$35,915,00013.47%
WestEnd Advisors, LLC 2,631,269$457,498,810,00012.45%
5th Street Advisors, LLC 75,131$13,063,00012.39%
Biltmore Wealth Management, LLC 153,124$26,624,00010.02%
Conservest Capital Advisors, Inc. 535,749$93,151,0009.98%
Vickerman Investment Advisors, Inc. 140,548$24,437,0009.86%
Leicht Financial Planning & Wealth Management, Inc. 99,279$17,262,0009.85%
Capitol Family Office, Inc. 81,212$14,120,0009.69%
View complete list of SELECT SECTOR SPDR TR shareholders